If you want to determine a value for a publicly traded company such as GM, Ford, or McDonald’s, it’s easy. Quite simply, you multiply the number of outstanding shares by the current price to come up with a company’s market capitalization. With the Closely-Held Business, having no ready tradable market, finding value is a bit more complicated. In this lecture, you can find out how to obtain a value that is not only fair, but also presentable to the IRS for estate and gift tax reasons.
I. Understand the initial planning process when starting a valuation
II. Grasp the tax and estate planning ramifications of valuating a closely-held business
Dr. Basi is a specialist in the areas of business succession, business valuation, mergers and acquisitions, retirement and estate planning, strategic planning, and tax aspects of business decisions for closely held and family businesses. He speaks nationwide, writes, and researches on all of these areas. He has written five loose-leaf bound books, over 300 articles, and has worked with hundreds of businesses and associations. Journals that have published Dr. Basi’s work include Money Matters, The American Journal of Small Business, the Journal of Family Law, The Journal of Estate Planning, The Tax Lawyer, Small Business Taxation, Taxation for Individuals, Taxation for Accountants, Taxation for Lawyers, The CPA Journal and The Tax Executive.
Dr. Basi is the author of “The Tax Report,” a bi-monthly report on income and estate tax matters for closely-held businesses, “Accounting and Taxes,” a monthly column distributed to individuals and trade journals, and the “Tax Tip,” a monthly tax advisory for the closely-held and family business.
Business Affiliations and Memberships
Former Awards, Honors and Recognitions
Thank you for this. You made a complicated subject fairly straightforward. Great Program
Exceptionally good presentation; one of the best CLE courses I have ever had.
Very comprehensive presentation. I was interested in family owned business application,
Fantastic presenter -- super knowledgeable
Dr. Basi is plain spoken. He makes his points well and clearly. The level of teaching was appropriate.
Contains good practical advice.
Very well organized & presented.
Bart Basi is a great presenter - reduces complex subjects to understandable sound bites.
I enjoy all his seminars
Fantastic. This seminar highlights the difference between a teacher and an attorney who may know the subject matter but does not communicate it in an engaging lecture.
Great speaker and good overview for a newbie
Dr. Basi was an excellent speaker & teacher. I learned much from him and would highly recommend his course.
Very well done.
Speaker was very interesting and engaging in his presentation.
Good summary of key points to know when valuing a closely-held business
Very good presentation.
Great class, very pertinent for the business lawyer.
I have become of fan of Dr. Basi after watching a few of his presentations.
Good overview, but a multi-part course would be interesting as well to get deeper into the subject.
This speaker always delivers a very good presentation.
Bart always does a great job.
The gentleman was the most effective, engaging, intelligent speaker.
Excellant speaker, very easy to understand, concise, conveyed a great deal of info in an hour
Very dynamic speaker.
I enjoyed this speaker's style and he covered a lot of ground on the fundamentals.
excellent content and presentation
Very well presented..
Best speaker yet! I loved the super short summary with all the takeaways at the end.
crystal clear presentation. Great voice, Obvious passion.
Fantastic presentation. A pleasure to listen to someone who undoubtedly and expertly knows the material being discussed.
Great overview. Engaging speaker.
Lot of information packed into one session.
One of the best I have taken from lawline.
I really liked Bart's speaking style & presentation !